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Building 2INNOVATIVE INVESTMENT ADVISORY, INC.

Map pinBROOKFIELD, WI
Phone262-432-0430
NotebookSEC #801-61953
Total AUM
$138M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13555 BISHOP'S COURT
SUITE 120
BROOKFIELD
WI 53005
USA
Operating Hours
8:00 TO 4:00
Monday - Friday
Phone
262-432-0430

ReceiptFinancials

Total AUM
$138M
Accounts
162
Discretionary
$56.3M
Accounts
147
Non-Discretionary
$81.6M
Accounts
15

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WI

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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